Custom Job Fields

This is an overview of the available custom job fields. Job fields show up in the Job List and Job Details sections.

JobDetails

To learn how to create and edit these, check out this video. There are many different ways to configure these so we recommend working with your account manager to ensure you are accessing and displaying information the most effective way.

JobBaseFieldNames

Job Identification and Administrative Fields

BaseFieldName

Description

Name Job Name
JobID Unique job ID
OriginalJobID  
JobNum Job number
JobString  
IsJobOverride  
JobGroup  
Ref_JobProcessName Name of the job process
ProcessID Process ID
SubType Job Type
Ref_JobSiteState  
Status Job Status
StatusDate When the job status changed most recently
StatusDetail  
LastEditBy User who edited the job last
ParentCity  
ParentDrawingFileName  
ParentState  
ParentZip  
EnterpriseID Unique shop ID - for ActionFlow developers
ValidFrom  
ValidTo  

Customer Information

BaseFieldName

Description

CustomerID Customer ID
CustomerString  
IsBillToCustomer Whether or not to bill the job to the customer
Ref_CustomerName Customer Name
Ref_CustomerZip Customer Zip Code
Ref_LeadSource  
DefaultPartnerID  
Ref_PartnerName  
Dealer Contact Contact person for dealer/partner/account

Job Dates related to Job Actions and Statuses

BaseFieldName

Description

CreatedDate  
AcceptedDate  
IsAcceptedDateProjected  
BidDate  
IsBidDateProjected  
TemplatedDate  
IsTemplatedDateProjected  
PartialFabDate  
IsPartialFabDateProjected  
FabricatedDate  
IsFabricatedDateProjected  
InstalledDate  
IsInstalledDateProjected  
InvoiceExportedDate  
IsInvoicedDateProjected  
PaidDate  
IsPaidDateProjected  
CancelledDate  
IsCancelledDateProjected  
StatusDate When the job status changed most recently
TargetDate  
IsTargetDateProjected  

Area Information

BaseFieldName

Description

JobORMaterial  
JobORColor Job override color?
JobOREdge  
JobORSink  
JobORSquareFeet  
Sum_SquareFeet  
Sum_LinearFeet  
Sum_RemakeSquareFeet  
Ref_SplashHeight Splash height for the areas on the job
IsJobOverride  

Area Values - Money Related

BaseFieldName

Description

Sum_TotalRevenue Sum of revenue for areas attached to job
Sum_TotalRevenueDecimal Sum of revenue for areas attached to job
Sum_RevenueCode Date with total revenue decimal
Sum_TotalRetail  
Sum_TotalRetailDecimal  
Sum_TotalCost  
Sum_TotalCostDecimal  
Sum_AmountDue  
Sum_AmountDueDecimal  
Sum_CreditCardFees  
Sum_CreditCardFeesDecimal  
Sum_Payments  
Sum_PaymentsDecimal  
Sum_MaterialCost  
Sum_MaterialRevenue  
Sum_Margin Sum of margin for areas attached to job
Sum_MarginDecimal  
Ref_MarginPercent  
Sum_TDollars  
Sum_TDollarsDecimal  
Sum_ConstraintHours  
Sum_ConstraintHoursDecimal  

Inventory

BaseFieldName

Description

PurchaseOrderNum  
Sum_MaterialCost Sum of the material cost for the attached areas
Sum_MaterialRevenue Sum of the material revenue for the attached areas
PieceCount  
SourceOrderID  

Quickbooks

BaseFieldName

Description

AccountingClass  
AccountingID  
InvoiceExportedDate  

Custom Fields

BaseFieldName

Description

CustomCheckbox There are 15 custom checkboxes
CustomDate There are 5 custom date fields
CustomDollar There are 15 custom dollar fields
CustomInteger

There are 10 custom integer fields

Examples: brackets needed

CustomNumber There are 10 custom number fields
CustomText

There are 15 custom text fields

CustomText1-12: 100 characters

CustomText13: Estimate Footer Notes

CustomText13-15: Unlimited characters

Examples: glue color, signature, COD type, tearout material, cooktop model

Other 

BaseFieldName

Description

Notes Job notes
IsPhased Whether or not the job is part of a phase group
Phase Phase number - set the order of phase jobs
HDYearBuilt Home Depot - Year built
IgnoreRedFlags

Ignore red flags associated with this job

More info

SalesFacilityDefID  Sales Facility for multi-facility companies
Ref_SalesFacilityName Name of Sales Facility for multi-facility companies
FabricationFacilityDefID Fabrication Facility for multi-facility companies
Ref_FabricationFacilityName Name of Fabrication Facility for multi-facility companies
Hyperlink Add a hyperlink
 

 

Learn how to create custom fields.